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Restrict Delete of Note attachment in Dynamics 365 if user is having missing Delete privilege on Note record.
Category: #D365,attachment,delete,Dynamics,Dynamics 365,Microsoft CRM,Microsoft Dynamics CRM,note Author: Debajit Dutta Date: 2 weeks ago Comments: 0

Recently I had a requirement where my customer wanted to remove delete privilege for all regular business roles from Note entity. There is no big thing in this. All you need is open up the security role and under “Core Records” tab, remove the delete privilege on the Note Entity. As expected when the user … Continue reading “Restrict Delete of Note attachment in Dynamics 365 if user is having missing Delete privilege on Note record.”
Source: Debajit


Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app
Category: attachment,Attachments,Dynamics 365,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 2 months ago Comments: 0

Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone / Tablet App. Attachment to Notes à https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/ Using SetWordTemplate to combine multiple attachments as a single doc à https://nishantrana.me/2020/04/01/calling-setwordtemplate-from-custom-ribbon-button-in-dynamics-365/ Using the above approach, we can get … Continue reading “Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app”
Source: Nishant Rana